We are two years away from a planned business sale, and I want to ensure our exit preparation is tracked weekly. How do we build exit readiness into our weekly Level 10 Meeting without distracting from current sales goals?

Question

Tyler Smith · Accepted Answer

Preparing your business for an exit requires dedicated focus, but you cannot let exit tasks hijack your weekly operational Level 10 Meeting. If your leadership team spends the entire meeting discussing legal due diligence, tax structures, and buyer lists, your day-to-day operations will suffer, and your performance metrics will slip, which ultimately lowers your valuation. To balance these priorities, keep your exit preparation within the standard EOS framework. Create a specific, high-level Rock for exit readiness and assign it to a single accountable leader, typically the owner or CFO. This keeps your exit preparation visible and ensures progress is tracked weekly during the Rock Review, taking only thirty seconds. If an exit-related bottleneck or hurdle arises, drop it to the Issues List. However, when prioritizing your weekly IDS list, only select the exit issue if it is more critical than your pressing operational problems. If you find that exit issues require extensive discussion, schedule a separate, dedicated meeting outside of the Level 10. This protects your weekly operational pulse and ensures your business continues to perform at its peak while you prepare for a clean sale.